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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,274 | $100,203-32.9% | $85,240-21.1% | $145,897-53.9% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 10.88% | 84.28%-73.4pp | 66.75%-55.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,510 | $3,242-53.4% | $2,735-44.8% | $4,663-67.6% |
| Participant deferral / active EE | $1,887 | $5,299-64.4% | $4,527-58.3% | $6,689-71.8% |
| Admin fee / account holder | $250 | $7,265-96.6% | $6,165-95.9% | $13,390-98.1% |